Filed July 12, 2012 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS7 years Service code 15 · EIN 39-1828175 | Recordkeeping | $34,016 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,460 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,177 | $71,516+357.5% | $98,439+232.4% | $71,457+357.9% |
| Participation rate | 98.2% | 72.7%+25.5pp | 75.2%+23.0pp | 67.9%+30.3pp |
| Annual return | 16.01% | 32.41%-16.4pp | 21.16%-5.1pp | 28.85%-12.8pp |
| Employer contribution / active EE | $15,715 | $2,399+555.1% | $3,048+415.6% | $2,588+507.3% |
| Participant deferral / active EE | $11,622 | $4,109+182.9% | $4,738+145.3% | $4,289+171.0% |
| Admin fee / account holder | $185 | $1,675-89.0% | $8,948-97.9% | $1,587-88.4% |